Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
AlphaStream enhances the effectiveness of financial markets for your clients while maximizing profitability for your business. The AlphaStream experience platform consolidates all your various financial data sources into a single, cohesive solution designed to provide hyper-personalized market data experiences for each client. Your teams will gain unprecedented insights not only into client behaviors but also into the motivations behind those actions. Explore how your teams can elevate client satisfaction to drive greater profits, refine sales targeting and conversion rates, implement programmatic digital marketing campaigns, tailor educational resources, and much more. This platform uniquely stands out as the first data experience solution specifically crafted to revolutionize real-time financial market data, delivering a customized user experience through the most effective channels. Seamlessly integrate all your financial data, encompassing news, social media, web content, market datasets, alerts, and notifications, into this innovative platform for a holistic approach to client engagement. By leveraging this powerful tool, you can ensure that every interaction with clients is informed and impactful.
Description
Finalytic, an innovative cloud-based revenue management platform developed by Formidium, acts as a financial guide for global financial services. This platform facilitates real-time monitoring of essential metrics such as revenue, ARR, MRR, and churn, along with comprehensive waterfall revenue reports and schedules, allowing finance professionals to identify trends, simplify revenue recognition, and move away from cumbersome spreadsheets. By optimizing invoicing through customizable recurring bills, scheduled batches, and personalized templates, it not only enhances revenue generation but also saves valuable time. Furthermore, it accommodates traditional and digital payment methods, including ACH, credit cards, Apple Pay, Google Pay, PayPal, and stablecoins like USDC and USDT through an integrated digital currency gateway. The platform also features payment automation that minimizes Days Sales Outstanding (DSO) and ensures 24/7 access to a user-friendly portal. With its advanced smart reports and insights, Finalytic empowers users to swiftly convert data into strategic decisions. Additionally, the secure and interactive client portal offers customers visibility into invoices and payments, along with access to a secure data vault for their financial information. This comprehensive approach positions Finalytic as a vital tool for modern finance teams seeking efficiency and clarity in their revenue management processes.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Apple Pay
No
Google Pay
No
Mailchimp
Yes
PayPal
No
Salesforce
Yes
X (Twitter)
Yes
Integrations
Apple Pay
Yes
Google Pay
Yes
Mailchimp
No
PayPal
Yes
Salesforce
No
X (Twitter)
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$250 per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
AlphaStream
Country
United Kingdom
Website
alphastream.io
Vendor Details
Company Name
Finalytic
Country
United States
Website
finalytic.com
Product Features
Financial Services
Analytics
No
Branch Optimization
No
Channel Management
No
Compliance Management
No
Customer Engagement
No
Performance Management
No
Risk Management
No
Personalization
A/B Testing
No
Abandoned Cart Saver
No
Account Based Marketing
No
Behavioral Targeting
No
Campaign Segmentation
No
Content Analytics
No
Contextual Targeting
No
Customer Profiles
No
Experience Management
No
Recommendation Engine
No
Website Personalization
No
Product Features
Financial Services
Analytics
No
Branch Optimization
No
Channel Management
No
Compliance Management
No
Customer Engagement
No
Performance Management
No
Risk Management
No